Advisor Assistant

About the role

This position is vital to the support of the region, leadership, and acts as a partner to many home office departments. The role has many responsibilities that are critical to the advisors’ continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team.

Responsibilities

• Providing administrative support to a financial advisor.
• Reviewing accounts and creating reports for financial advisor.
• Aiding in the distribution of client forms and marketing literature.
• Aiding in the processing of paperwork and client mailings.
• Performing other office tasks such as copying, taking messages, distributing mail items, as needed.

Skills and Qualifications

• High school graduate or equivalent required, including experience with customer service interactions.
• Two years of office clerical experience including customer service environment.
• To be successful in this position, individual must be skilled in verbal and written communications.
• Must be self-motivated: looking for someone eager to learn the business and work toward a common set of goals.
• Must be coachable and work well in a team environment.
• Must adapt well to change.
• Must be thorough and able to communicate effectively.
• Must be discreet with all client interactions and documents.
• Must possess strong organizational skills.
• Must be proficient with MS Office applications, and other software applications.

Benefits

Corebridge Financial offers a comprehensive benefits and wellness program designed to support employees both personally and professionally, ensuring they have the resources and flexibility needed to thrive. Benefit offerings include health and wellness, retirement savings, employee assistance program, matching charitable donations, volunteer time off, and paid time off.

Pay

The base hourly rate of pay for this position is up to $24.00 per hour.

Schedule

This position offers flexibility for either a 30-hour or 40-hour workweek.

Work Location

This role offers a fully remote work arrangement; however, applicants must maintain a primary residence within 50 miles of a Corebridge Financial office. Remote (Houston, TX or Tampa, FL)

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit offerings include health and wellness, retirement savings, employee assistance program, matching charitable donations, volunteer time off, and paid time off.

Equal Opportunity Employer

We are an Equal Opportunity Employer. Corebridge Financial is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status.